HWM
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Howard Wealth Management’s Lockheed Martin LMT Stock Holding History

Howard Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Sell
550
-15
-3% -$8.11K 0.1% 121
2026
Q1 		$342K Sell
565
-11
-2% -$6.78K 0.14% 101
2025
Q4 		$279K Sell
576
-9
-2% -$4.31K 0.12% 105
2025
Q3 		$292K Buy
585
+7
+1% +$3.18K 0.13% 107
2025
Q2 		$268K Sell
578
-30
-5% -$14K 0.14% 104
2025
Q1 		$272K Sell
608
-6
-1% -$2.76K 0.15% 98
2024
Q4 		$299K Buy
614
+7
+1% +$3.82K 0.16% 92
2024
Q3 		$355K Buy
607
+3
+0.5% +$1.61K 0.21% 86
2024
Q2 		$282K Buy
604
+4
+0.7% +$1.85K 0.22% 81
2024
Q1 		$273K Sell
600
-39
-6% -$17.1K 0.22% 83
2023
Q4 		$290K Sell
639
-15
-2% -$6.65K 0.24% 79
2023
Q3 		$267K Sell
654
-4
-0.6% -$1.77K 0.25% 79
2023
Q2 		$303K Hold
658
– – 0.26% 76
2023
Q1 		$311K Hold
658
– – 0.26% 80
2022
Q4 		$320K Buy
658
+14
+2% +$6.5K 0.26% 81
2022
Q3 		$248K Buy
+644
New +$269K 0.18% 100
2022
Q2 		– Sell
-639
Closed -$282K – 102
2022
Q1 		$282K Hold
639
– – 0.15% 105
2021
Q4 		$227K Sell
639
-60
-9% -$20.8K 0.12% 123
2021
Q3 		$241K Sell
699
-5
-0.7% -$1.81K 0.13% 113
2021
Q2 		$266K Sell
704
-10
-1% -$3.85K 0.15% 110
2021
Q1 		$263K Sell
714
-182
-20% -$62.4K 0.15% 108
2020
Q4 		$318K Sell
896
-45
-5% -$16.5K 0.2% 98
2020
Q3 		$360K Sell
941
-125
-12% -$47.7K 0.26% 83
2020
Q2 		$389K Sell
1,066
-36
-3% -$13.6K 0.32% 73
2020
Q1 		$373K Sell
1,102
-91
-8% -$35.8K 0.39% 64
2019
Q4 		$464K Buy
+1,193
New +$458K 0.39% 63

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Howard Wealth Management's LMT Position: Q2 2026 in Review

Howard Wealth Management reduced its Lockheed Martin (LMT) stake by 2.7% in Q2 2026, selling an estimated $8.11K and leaving 550 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #121.

Howard Wealth Management first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $464K in Q4 2019. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Howard Wealth Management held 550 shares of Lockheed Martin worth $280K as of Q2 2026.
  • Howard Wealth Management sold 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
  • Lockheed Martin made up 0.1% of Howard Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Howard Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • Howard Wealth Management's Lockheed Martin position peaked at $464K in Q4 2019.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.